I am new to QBO advanced, but have been a desktop user for over 20 years and I am trying to find a way to track project status or progress.  We are a service company and do not have any inventory or sell products only services

I  have multiple customers with multiple projects at the same time and spans more than a year.

We create a project for a customer, within that project we create an estimate titled "Work Order"

This work order can have between 1to 60 things that we have to address and report back to the customer advising the status of each thing (I am not using items here to avoid any confusion)

      Each thing may require different directions for staff to act on.

           Example Thing 1, was brought into the shop to repair

                          Thing 2, we have to order parts for

                           Thing 3 we have assigned to another vendor to take care of an invoice us.

                            Thing 4 we have to have 2 or more people to pick up.

Previously in desk top I created items named for the examples above (I have 10) and used the account other income with a nominal amount for each item. (Item= In shop, account=other income, amount= .02) I also used 2 AR accounts (Receivables, Work Orders) (On the create invoice page I could select the account to post)

With this setup I could create a report that would give me everything currently in progress and grouped by service item chronological. This report gave me information on everything in progress with one click. 

As things would progress notes were added to the invoice on the appropriate line item (Item=parts Description= parts ordered 5-18-2022 ) and this would show up on the report.

So if I have 3 customers, with 5 projects each, and each project has 10 things that give me 150 things to track and not let fall between the cracks. 

     These items transferred when I uploaded to QBO as services/products.

In short I need a report that shows all in progress projects the customer, the project, a description of what has taken place and the date. This could be either grouped by customer/project, or by line item.

I have tried many different ways to create this report using estimates and product/service to no avail. Downloading to excel and adjusting is way too cumbersome for a dynamic report that is updated on a daily or hourly basis

Any idea how I can do this with QBO. I am open to any ideas and willing to change things up to meet our goal.

I hope this is clear enough to follow. 

Thanks in advance for any help or advise.